Stathis Family Foundation in Leesburg, Virginia (VA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Virginia
| Stathis Family Foundation | |
| Employer Identification Number (EIN) | 261624315 |
| Name of Organization | Stathis Family Foundation |
| Address | 17212 Silver Charm Pl, Leesburg, VA 20176-7153 |
| Subsection | Charitable Organization, Religious Organization |
| Ruling Date | 07/2009 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $205,498 |
| Amount of Income | $50,644 |
| Form 990 Revenue Amount | $8,187 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $12,686 | $12,686 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,363 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,323 | |||
| Total expenses and disbursements | $887 | $725 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $887 | $725 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $11,799 | |||
| Net investment income | $11,961 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $205,498 | $225,777 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $74,961 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $130,537 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $205,498 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,323 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $239 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $239 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $212,179 |
| Net value of noncharitable-use assets | $209,000 |
| Minimum investment return | $10,450 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,211 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,211 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Virginia | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Starbase Victory Inc | PO BOX 906, Portsmouth, VA 23705-0906 | VA | 1999-07 | $169,510 |
| 2 | Starfish Charitable Foundation Tr, Higginson Thomas L Jr Ttee | PO BOX 477, The Plains, VA 20198-0477 | VA | 2004-03 | $58,587 |
| 3 | Stargazer Foundation Inc | PO BOX 98, Vienna, VA 22183-0098 | VA | 2000-10 | $41 |
| 4 | Starke Foundation | 9800 Mayland Dr, Richmond, VA 23233-1410 | VA | 1958-10 | $42,720 |
| 5 | Stars Children Africa Incorporated | 2558 Huntington Dr, Hendon, VA 20171-2516 | VA | 2004-02 | $20,130 |
| 6 | Starting Artists Inc | 918 Main Street, Danville, VA 24541 | VA | 2006-11 | $10,057 |
| 7 | State Farm Employees Activities Association | 1500 State Farm Blvd, Charlottesvle, VA 22909-0001 | VA | 1958-12 | $194,798 |
| 8 | State Line Baptist Assembly Incorporated | 121 S Mecklenburg Ave, South Hill, VA 23970-2603 | VA | 1996-11 | $60,103 |
| 9 | State Policy Network | 1655 N Fort Myer Drive, Arlington, VA 22209-3113 | VA | 1992-09 | $7,543,244 |
| 10 | State Theatre Foundation Inc | PO BOX 657, Culpeper, VA 22701-0657 | VA | 2005-01 | $1,641,571 |
| 11 | Stathis Family Foundation | 17212 Silver Charm Pl, Leesburg, VA 20176-7153 | VA | 2009-07 | $50,644 |
| 12 | Statistical Assessment Service | 933 N Kenmore St Ste 405, Arlington, VA 22201-2236 | VA | 1994-06 | $529,837 |
| 13 | Staunton Beverley Manor Weekday Religious Education Assn Inc | PO BOX 2272, Staunton, VA 24402-2272 | VA | 1976-08 | $23,913 |
| 14 | Staunton Community Concert Association Inc | PO BOX 1061, Staunton, VA 24402-1061 | VA | 1993-11 | $38,547 |
| 15 | Staunton Creative Community Fund Inc | 10 Byers St, Staunton, VA 24401-4226 | VA | 2008-05 | $221,244 |
| 16 | Staunton Downtown Development Association Inc | 110 W Johnson St Ste 225 Suite 225, Staunton, VA 24401-4245 | VA | 1994-11 | $180,327 |
| 17 | Staunton Lodge No 1635 Loyal Order Of Moose, 1635 | PO BOX 485, Staunton, VA 24402-0485 | VA | 1935-08 | $775,724 |
| 18 | Staunton Montessori School Inc | PO BOX 925, Fishersville, VA 22939-0925 | VA | 1988-11 | $585,801 |
| 19 | Staunton River High School Football Booster Club | 1095 Golden Eagle Dr, Moneta, VA 24121-5964 | VA | 1997-08 | $360,272 |
| 20 | Staunton United Methodist Housing C | 308 Wakefield Dr, Locust Grove, VA 22508 | VA | 2004-02 | $177,737 |
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